In trying to navigate uncertainty over both inflation and growth, Schroders believes a diversified portfolio is the best approach for the coming months.
Category: Equities
Eastspring eyes recovery for China A shares
Chinese equities look poised to benefit from an economic rebound in the coming months, especially in sectors linked to electrification and technology, according to Eastspring Investments.
BNY Mellon favours exposure to electric vehicles
The industry will be further boosted by product innovation and government efforts to drive sustainability, according to the asset manager.
Investors cautiously optimistic on China stocks
Economic recovery and stimulus measures offer a supportive backdrop for Chinese equities. But Barings warns investors that volatility could remain in the near term.
Emerging markets show resilience amid selloffs
Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
US small caps and tech stocks top performance charts in July
Investors betting central banks may be more reluctant to rise rates as economic growth weakens.
Investors should not overlook traditional assets
The current economic environment is constructive towards both equities and fixed income, believes JP Morgan Asset Management (JPMAM).
Investors keep close eye on EM equities
PGIM is advocating selective exposure to emerging market (EM) equities – including China – across growth leaders and fintech firms.
Investors must beware low equity valuations
Expectations of persistent pressure both on markets and economic growth will create a challenging environment for stocks as corporate profits suffer, according to DWS.
BNY Mellon remains cautious on Chinese equities
Given the strong US dollar and economic slowdown in developed markets, the outlook for emerging markets (EM) remains tricky, said BNY Mellon Investment Management (BNY Mellon IM).
